See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 17 PO BOX 9497 · NEW YORK, NY 10087 | Pension Consulting | $15,000 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $5,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,310 | $130,194+43.9% | $169,993+10.2% | $71,457+162.1% |
| Participation rate | 82.0% | 86.1%-4.2pp | 87.0%-5.0pp | 67.9%+14.1pp |
| Annual return | 18.78% | 20.37%-1.6pp | 53.37%-34.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $10,465 | $4,381+138.9% | $6,785+54.2% | $2,588+304.4% |
| Participant deferral / active EE | $16,540 | $6,923+138.9% | $10,408+58.9% | $4,289+285.7% |
| Admin fee / account holder | $104 | $966-89.3% | $12,815-99.2% | $1,587-93.5% |